The Advice Lead Financial Specialist will lead and oversee strategic analyses and long-term planning of Institutional Investor Group (IIG) Advice offers. Among other responsibilities, the Advice Lead will:
Provide decision support to Senior IIG leaders responsible for investments in Advice, a top strategic focus and source of investment for IIG and Vanguard
Work with business and Finance leaders and peers to ensure cross-divisional (i.e. Enterprise, Personal Investor, Finance) coordination of advice spending, planning, and reporting
Oversee Advice long-term plan and capital allocation
Background on the Role:
Are you passionate about bringing Vanguard Advice to more retirement plan participants? Are you comfortable with ambiguity and enjoy working in a fast-paced environment? Would you enjoy providing clarity to the financial outlook of strategic investment decisions? If your answers are yes, please keep reading and consider this job opportunity.It is an exciting time to support the IIG Advice team as more of our full-service plan sponsors decide to make Vanguard Advice (Digital Advisor, Personal Advisor and Situational Advisor) available to their employees. The Lead Financial Analyst will support senior IIG business leaders with decision support and guidance on critical decisions enabling the growth.Responsibilities:
Leads initiatives and goals focusing on complex financial analysis supporting enterprise or divisional stakeholders. Conducts complex analyses such as forecasting and financial modeling.
Provides thought leadership to the development of financial methodologies and approaches. Conducts ad hoc and periodic evaluation reviews to help assess the profitability of product lines and distribution channels.
Establishes and deploys subject matter expertise across the financial, accounting and regulatory areas to support complex client matters.
Creates presentations for senior leaders to inform on financial performance.
Owns channel and product costing models and the production of end user cost matrices for internal team use. Implements systematic approach to maintaining and continuously improve the models. Provides support and input into client and product pricing.
Identifies opportunities to improve the delivery of financial services to internal clients and implements procedural changes, as needed. Structures and manages projects and ad-hoc requests.
Supports the financial development and growth of the team.
Participates in special projects and performs other duties as assigned.
Qualifications:
Five years related work experience, with at least two years financial analysis experience.
Undergraduate degree or equivalent combination of training and experience. Finance or Accounting degree preferred.
Informal/formal leadership exp. desired.
Track record of providing decision support and driving results
Ability to collaborate, influence and work effectively with peers and senior level partners across the advice ecosystem.
Proven ability to think strategically.
Experience leveraging analytical skills to proactively identify financial opportunities and provide recommendations.
Special FactorsSponsorshipVanguard is not offering visa sponsorship for this position.About Vanguard We are Vanguard. Together, we’re changing the way the world invests. For us, investing doesn’t just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose – and that’s how we’ve become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you. We want to make success accessible to everyone. This is our opportunity. Let’s make it count. Inclusion Statement Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.” We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values. When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose. Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. How We WorkVanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
